How to Manage Team and Permissions
Add employees, assign roles, and control who can create or manage content for a business location.
The Team section is where you manage user access inside the platform.
Use it to invite employees, assign admin access, and control whether check-ins need approval before publishing.
Add an employee
Navigate to: Business Dashboard → Team
Step 1: Invite a team member
Click Add Employee
Enter the user’s:
First name
Last name
Email
Click Invite
The invited user will receive access to the platform and can start working based on the role you assign.
✅ Result
The employee has been invited to the business location.
Choose a role
Step 2: Assign the right permission level
When adding or editing a user, choose one of these roles:
Employee
Admin
Use the role to control what that user can access and manage.
Employee permissions
An Employee can:
create check-ins using the Map Check-Ins mobile app
Admin permissions
An Admin can:
manage the full business location from the desktop dashboard
manage team members
edit business settings
manage integrations
manage subscriptions
transfer the business location
⚠️ Warning
Admins have full control over the business location. Assign this role carefully.
Edit or remove a team member
Navigate to: Business Dashboard → Team
Step 3: Update or remove access
Find the user in the team list
Choose one of these actions:
Edit to update details or change the role
Delete to remove access
Keeping the team list current helps make sure the right people have the right level of access.
Manage content moderation
Step 4: Choose whether check-ins need approval
When adding or editing a user, enable Pre-moderation if you want check-ins to be reviewed before publishing.
When Pre-moderation is enabled:
employees can create check-ins
admins must approve them before they are published
When Pre-moderation is disabled:
check-ins can publish immediately
This setting is useful if you want tighter control over content before it goes live.
You’re all set
You can now use the Team section to:
add employees
assign roles
control permissions
manage content approval
